General Global Settings [Video]
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Global Settings: General
This article outlines all general best practices within the Global Settings for your organization. The article will discuss: Where to find the General Global Settings detail each settings functionality GLOBAL SETTINGS > GENERAL The settings can be ...
[Video] Adjust taxes within quote
The standard FET and Passenger Segment Tax is setup on a global level. In My Company > Global Settings > General and Taxes. Any additional tax fees should be setup in My Company > Global Settings > Quotes > Master Line Items. This video covers how to ...
Quote Settings
A quote is made up of several items, such as line items, terms and notes. In this section of the Global Settings, the user is able to customize various items that relate to quotes. GENERIC PROFILES Generic profiles are used when providing ...
Finance: Settings
Roles that can access Finance > Settings and make modifications are: Account Admin Operations Manager Finance Manager Finance Agent CONFIGURATION Invoice Overdue Warning Days: The # of days that determines an unpaid invoice to be a warning item in ...
Avianis Mobile App [Video]
A full overview of the Mobile App. This video explains: Settings Expenses Logging times Additional Features For additional Mobile App information, see the following articles: Mobile App 101 My Schedule Mobile App: Settings Mobile App: Duty Check In ...